This two-day instructor-led course, Business Intelligence for Microsoft Dynamics GP 2010, provides students with knowledge and skill on the current Business Intelligence Tools and delivery Methods available within Microsoft Dynamics GP 2010 and the Microsoft suite of products.

Audience Profile

The audience for this course includes people who plan to implement, configure, consult, or support Business Intelligence in Microsoft Dynamics GP and also want to modify existing reports or create their own custom reports.

The class is targeted toward application administrators, implementers, and end-users, who need to understand the technical aspects of Business Intelligence and gain foundational knowledge of the application functionality and capabilities.

At Course Completion

After completing this course, students will be able to:

Define Business Intelligence

Discuss BI needs within an organization

Planning of Reports

Creation of New Reports

Delivery Methods

Explain andDemonstrate the Tools, Applications and Delivery Methods available to fulfill BI needs

Course Outline

Module 1: Business Intelligence Overview

This module introduce the students to Business Intelligence, and explains how to plan for BI reports.

Lessons

Business Intelligence Overview

Planning a Report

Data Storage

Data Regions

Determine Where Information Exists in Microsoft Dynamics GP

Identify the Data Structure Returned to the Data Set

Table Relationships

Lab : Report Planning After completing this module, students will be able to:

Define Business Intelligence.

Discuss BI needs within an Organization.

Describe how data is stored in Microsoft Dynamics GP.

Explain data regions that are available on reports and how they can be used.

This module explain how to use SmartList in Microsoft Dynamics GP to analyze the Business Intelligence need. It also describe how to add SmartList searches as a SmartList favorite andhow toimport and export to Office Excel or Office Word.

Lessons

SmartList

Field Options

Create Go To Buttons

Advanced Go To Buttons

Restrictions

Calculated Fields

SmartList Options

Import and Export SmartLists

Security

SmartList Builder Maintenance

After completing this module, students will be able to:

Describe how to create, update, and remove SmartLists.

Describe how to set field options for string, currency, integer, long integer, date, and list fields.

Describe how to create Go To buttons.

Describe how to add an Advanced Go To to a SmartList.

Describe how to add restrictions to a SmartList.

Explain how Calculated Fields are added to SmartLists.

Explain how to create summaries and multi-company access.

Describe how to import and export using SmartList Builder.

Describe how to grant access to Data Connections and external tables and views and the Dynamics GP security permissions that can be added to security tasks.

Explain SmartList Builder Maintenance.

Module 4: Analyzing - Excel Reports

This module explain how to use MicrosoftExcel to analyze the Business Intelligence needs, itexplains how Microsoft Dynamics GP and Microsoft Office uses Office Data Connection (ODC) toview Microsoft Dynamics GP data in an Excel worksheet.It also describe how todeploy these reports locally, to a network share, or to Microsoft Office SharePoint Server 2007, andhow tomodify these reports as needed. In addition, how to design and deploy custom Excel reports and integrate Excel reports into Microsoft Office Outlook.

Lessons

Microsoft Excel and Excel Reports overview

Introduction to Excel Report Deployment

Viewing Excel Reports

Changing and Modifying Excel Reports

Security and Excel Reports

Excel Pivot Table Reports

Drill Down Builder

Drill-Through to Microsoft Dynamics GP

Microsoft Enterprise Reporting

After completing this module, students will be able to:

Review Microsoft Excel and Excel Reports together with GP.

Use the Reporting Tools Setup window to deploy Excel data connections and reports, to both Microsoft Dynamics GP and externally.

Modify an existing Excel report, or create a new customized Excel report using the Excel Report Builder.

Examine security needs and concerns for the deployed Excel reports.

Discuss how Pivot Table reports can be created directly in Excel.

Describe Drill Down Builder.

Describe the drill-through feature.

Describe Microsoft Enterprise Reporting.

Module 5: Analyzing - Microsoft SQL Server Reporting Services

This module explain how to use Microsoft SQL Server Reporting Services to analyze the Business Intelligence needs. It describe how to deploy reports to Report Manager. How to create report models and how to createand modify report models in Model Designer. It also explain how to use Report Designerand Report Builder.

Lessons

Microsoft SQL Server Reporting Services Overview

Report Server

Report Manager

Report Builder

Microsoft Business Intelligence Development Studio

Report Layout

Use Properties to Enhance a Report

Parameters and Filtering

Report Designer

Report Wizard

Report Model

Lab : Analyzing - Microsoft SQL Server Reporting Services

Create a Matrix Report Using Report Builder

Create a Report

Modify the Layout

Set Properties

Create a Multi-Select Parameter List

Deploy and View the Report

Create a New Report Model

Create a New Report from a Report Model Using the Report Wizard

After completing this module, students will be able to:

Overview Microsoft SQL Server Reporting Services.

Describe the Report Server.

Describe Report Manager.

Use Report Builder to work with entities and folders, group, sort, and filter data, and view and publish a report.

Create a report, data source, and dataset with Report Designer.

Enhance a report by making modifications to the layout.

Show how to modify properties of items on a report.

Describe and use parameters.

Explain how to deploy reports in Report Designer.

Use the Report Wizard to create a new report.

Describe Model Designer and create a report model.

Module 6: Analyzing - Analysis Cubes and Pivot Tables

This module explain how to use Analysis Cubes and Pivot Tables to analyze the Business Intelligence needs. It describe the key features for Analysis Cubes, how to install and use Analysis Cubes.It also explain how to create a Pivot Table report using Analysis Cubes and describe the OLPA Technology.

Lessons

Using Cubes

Features and Benefits

Analysis Services Environment

Install and Configure Analysis Cubes

Using Analysis Cubes

Using Pivot Table Report

Create Pivot Table Reports

OLAP Technology

Lab : Analyzing - Analysis Cubes and Pivot Tables

Creating a Pivot Table Report

After completing this module, students will be able to:

Defining Analysis Cubes.

Identify key features and the benefits of using Analysis Cubes.

Describe the concept of Analysis Services Environment.

Outline Analysis Services' integrated environments.

Explain how to install and configure Analysis Cubes on server and client computers.

Explain how to Using Analysis Cubes.

Set up options when using the Create Pivot Table Reports window to produce Excel reports.